seantoh

Love life, vibrate positive energy, keep observing. Technology enthusiast, Tradition + Innovation.

[Enovix Corporation @EnovixBatteries]

Enovix to Double Korea Drone Battery Capacity
Read the press release 👉🏼 https://t.co/FYiXgP6dzD

[Vaelis @Vaelis_X]

The battery inside your next AI smartphone may end up being just as important as the AI chip itself.

The company is $ENVX.

Enovix isn’t trying to build another lithium-ion battery. It’s attempting to solve one of the biggest physical constraints facing edge AI: how do you fit significantly more energy into the same device without making it thicker, heavier, or unsafe? If the company succeeds, it won’t just participate in the mobile AI cycle—it could become one of the critical enabling technologies behind it.

The Silicon Bottleneck:

The next generation of AI smartphones and smart glasses will consume far more power than today’s devices. Running LLMs locally, powering always-on AI assistants, and supporting increasingly complex on-device inference all require dramatically higher energy density, yet consumers still expect devices to become thinner rather than thicker.

Traditional graphite anodes are approaching their practical limits.

Enovix replaces graphite with a high-silicon anode built around its proprietary 3D cell architecture and BrakeFlow safety system, allowing substantially higher energy density while addressing the expansion problems that have historically prevented silicon from being commercialised at scale.

The moat isn’t simply the silicon chemistry. Numerous companies have experimented with silicon anodes for years. The difficult part has always been controlling silicon expansion over hundreds of charge cycles while manufacturing the cells consistently at commercial scale. That is where Enovix believes its 3D constraint architecture, patent portfolio, and manufacturing process create the real competitive advantage.

If mobile AI requires batteries that are 20-45% more energy-dense while remaining thin enough to accommodate increasingly powerful AI chips and cooling systems, then the bottleneck shifts away from battery assembly and toward the enabling cell architecture itself. That’s the layer Enovix is trying to own.

The 0.7C Story:

The market largely interpreted the removal of the 0.7C qualification test as a delay.

I think it represented something much more important.

Honor and a second Tier-1 OEM abandoned the 0.7C requirement and moved Enovix into the standard 0.2C qualification framework used for commercial smartphone batteries. That wasn’t simply a procedural change—it removed what had become the largest qualification barrier preventing Enovix from entering the smartphone market.

Major OEMs do not rewrite qualification pathways for technologies they believe have no future. If anything, it suggests the discussion has shifted from proving whether the battery works to validating it for volume production.

That distinction is easy to miss, but it fundamentally changes where Enovix sits in the commercialisation process.

From Technology To Manufacturing:

For years, investors questioned whether Enovix could manufacture these batteries economically at scale.

That question is becoming increasingly difficult to argue.

Fab2 in Malaysia has already been built, yields have exceeded 90% across most production zones, commercial production for AI smart eyewear has begun, and the company has already shipped EX-2M samples into the smartphone ecosystem. The debate is becoming less about whether the technology works and more about how quickly production ramps.

Conclusion:

What makes Enovix interesting is not simply that it has developed a better battery.

The larger thesis is that edge AI may require a step-change in battery technology just as much as it requires better processors. AI models will continue becoming more capable, but unless battery technology improves alongside them, much of that capability cannot be delivered inside thin, consumer devices.

If that proves true, companies enabling the next generation of battery architecture become infrastructure providers for the mobile AI ecosystem rather than just component suppliers.

Enovix is attempting to build exactly that position.

NFA. Do your own DD

[seantoh @seantoh]

Predictions

Spurs in 7, why?

To me, Spurs is actually the underdog. However, I think they believe so strongly that team basketball, oh I must stress, the Spurs team basketball.

So, Spurs in 7.

$gospursgo

[Lien 🍾🔋🤷‍♀️🪫🧨 @eenLien]

$ENVX 😎Did we share this?
…Sorry I’m late 😝

[seantoh @seantoh]

Wemby and the San Antonio Spurs really believe they will win the title this year.

To come out in GAME 1, taking punches and delivering them, they won.

They still don't have an answer for CHAOS (Mr. Carusso) today.

SPURS in 6.

#NBAFinals

[seantoh @seantoh]

Bakos, please bring us to the promise fruit land, #aapl 🔥💪

[Dustin @DustinHuntwn]

$ENVX Attached is page 1 of a Cantor analyst report regarding ENVX issued yesterday.

Lead Smartphone Customer Aligns on New Silicon-Specific Qualification Framework; Co. Names New SVP of Worldwide Sales. Reit OW, $25 PT.

[seantoh @seantoh]

So I bought the Honor Magic 7 Pro last September, and the silicon carbon battery is 5,850 mAh. The recent honor 600 pro is 7000mAh, I guess another increased doping.

But after using it for almost 8 months, still doesn't clock full day usage before the next recharge. I just do lots of texting and YouTube, and occasional wefies, that's it.

Will be interesting to see if those 7000 mAh from Enovix makes any difference at all.

100% silicon anode

$envx

[seantoh @seantoh]

@spenbaker great find. But knowing Tim and his deeply rooted supply chain with FoxConn. What I see as sign of opportunity is that FoxConn is moving beyond China, into India, Vietnam and now even US.

[Allen Braden @allen_explains]

This 2-hour Stanford lecture breaks down how models like ChatGPT and Claude are actually built, clearer than what many people in top AI roles ever get exposed to.

Save this and set aside two hours today. It might end up being the most valuable thing you learn all week.

[seantoh @seantoh]

Most important piece of clue for what is to come for battery manufacturers worldwide.

if you are not in silicon you are gone (or sunset)

$enovix

https://t.co/73odXvropl

[seantoh @seantoh]

@spenbaker most of top management including the CEO was also reported to have been granted shares.

They must have achieved a milestone (big milestone) to be granted that much shares, almost 1.2 million shares outs amounting to 60million (at today's NAV)

[seantoh @seantoh]

Advisor in the Material Qualification and Adoption Committee.

Another strategic move. #execution

[Lien 🍾🔋🤷‍♀️🪫🧨 @eenLien]

$ENVX Nice to hear from James Wilcox again. He has secured a position as strategic advisor 'Material Qualification & Adoption' at Volta Foundation.

(Volta Foundation is the world's largest network of battery professionals. As a global not-for-profit association of more than 50,000+ battery professionals and 160+ member companies, Volta produces publications, networking opportunities, and industry resources to foster collaboration, innovation and advocacy within the battery industry.)

[seantoh @seantoh]

$envx

Sure hope @EnovixBatteries is already listed as a battery supplier or potential supplier for this tech.

Perhaps working within the military supply chain ecosystem.

Dr. TJ Rodgers was sharing about how Enovix AI-1 batteries can lift up cars. so why not power this #militarytech

[Enovix Corporation @EnovixBatteries]

Great conversations last week around the future of advanced technology at the 2026 Cantor Global Tech & Industrial Growth Conference in NYC.

Proud of our CFO Ryan Benton for representing the team and sharing how our 100% active silicon batteries will power next-gen devices.

[seantoh @seantoh]

soon enough...end the year with a bang and start 2027 with power...

[Lien 🍾🔋🤷‍♀️🪫🧨 @eenLien]

$ENVX 🇮🇳 Enovix India expands its presence at Kapil Kavuri Hub, Financial District, Hyderabad

[seantoh @seantoh]

@spenbaker Omg, how is this not super good news? "Purchase Order & We are shipping them".

[seantoh @seantoh]

@spenbaker and every quarter since taking helm as CEO, top line has just been increasing.

[seantoh @seantoh]

@Bullstkpicks Great buddy, appreciate your perspective. Only time will tell if this is a positive or a negative.

All investment carries risk.

Thank you.

[seantoh @seantoh]

This is super good news.
1. 2026 is our Pivotal Year
2. 3 super experience individuals with track record of manufacturing batteries at scale. (You realize that for a phone company to issue a PO, they must already be asking if you guys are ready for mass production?), now we have 3 experience guys that have done this for decades.
3. Am I the only one hearing this, manufacturing at scale guys, PO is around the corner no doubt.
4. Buying opportunity again ❤️

$envx

[Enovix Corporation @EnovixBatteries]

Enovix Announces Leadership Transition to Support Manufacturing Scale-Up
Read the press release 👉🏼 https://t.co/8pxh0wohHE